General Settings

The Settings page lets you manage your account, personalize the platform experience, and control preferences. Here’s a breakdown of what you can configure:

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1. Account Settings

Manage your personal profile and application preferences. Basic Settings:

• First & Last Name: Edit how your name appears in Caplena.
• Email Address: Used for notifications, password resets, and communication.

General Information:

• Profile Created: See when your account was created.
• Last Login: Monitor your recent login activity.

Application Preferences:

• Language: Choose between English and German.
• Theme: Switch between Light and Dark mode.
• Timezone: Control which timezone Caplena uses to display dates and times across the app (for example, in filters, exports, and report timelines).
  • Leave Auto-update timezone enabled to follow your browser’s current timezone automatically. This is the default and works well if you travel or change locations.
  • Turn Auto-update timezone off to pick a specific IANA timezone (such as Europe/Zurich or America/New_York) from the searchable list. Use this when you want all dates to stay in a fixed timezone regardless of where you sign in from. Hover the toggle to see your currently active timezone.

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2. Organization Settings

Configure company-wide preferences and billing details. Billing Information:

• Add or update your Company Name, Address, City, ZIP, and Country.
• This info appears on all invoices.
• Don’t forget to click Save after making changes.

Organization Preferences:

• Dummy Values: Define up to 3 placeholders (e.g., -99, NULL) to exclude from billing.
• Tracking: Opt out of usage tracking for support/debugging.

You can also view your Credit Usage on this page, and export it if needed.

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3. Theme Settings 

Customize your Caplena branding. Visual Identity:

• Default Logo: Upload your company logo (.JPG, .PNG, or .WEBP).
• Global Color: Set your primary platform color.
• Gradient Colors: Choose styling for reports
• Sentiment Colors: Customize colors for sentiment views.

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4. API Settings

Generate and manage API keys for external integrations. To create an API key:

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5. Security Settings

Keep your account secure with password management and 2FA. Change Password:

• Enter your current and new password → click Save

Two-Factor Authentication (2FA):

• Add protection via:
  • Authenticator App
  • Phone Number
  • Backup Codes
• You can set up to 3 active methods

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6. Integrations

Connect external platforms for smoother data import. View and manage all connected platforms under the Integrations tab.